In one of our earlier blog we have discussed how, “To Print Sage 300 invoices within Sage CRM”. New stuff: Identifying Screen Mode in Client Side API Now in this blog we are going to discuss an out of box feature that we have added to send Sage 300 Invoice in PDF/Word format to customer. Recently… Read More »
GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More »
GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More »
In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Screens, Grids, and Fields etc. In this blog, we will explain how to identify the mode of the screen using Client side API method. New Stuff: Display Custom Tool tips in Calendar Tab The… Read More »
Tasks and Appointments of Users are displayed under “My CRM” or “Team CRM” menu in Calendar Tab. In Calendar Tab of “My CRM” user can see his Tasks & Appointments. In “Team CRM” menu, under Calendar Tab user can see the list of all the Teammates Tasks and Appointments. Now if user wants to see… Read More »
The checkbox field creates a list of tick-able options. Checkbox fields have their limitation we can use them to have only 2 options. In Sage CRM If checkbox field is checked then ‘Y’ value is stored in database and if it is unchecked ‘Null’ value is stored in database. New stuff: Mass Update Territory in Sage… Read More »
The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff: Signature in Sage CRM In the… Read More »
Nowadays businesses have evolved, we have come a long way from Shops to Websites, E-commerce, home deliveries and then Mobile Apps. New Stuff: Enable Workflow Capability to an existing Entity Major part of service industry is customer satisfaction and feedback. To maintain the Quality of Service and everyday transactions updated. Companies need the data of every… Read More »
Recently we came across a requirement to enable Workflow for one of the existing custom entity that client is using. The custom entity was added into Sage CRM using Sage CRM Main entity component wizard. This is the component wizard that will help you to add new custom entities into the system. It will build… Read More »
In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »
